Michael Schwitz (CRD# 718643) is an Investment Advisor Representative working at Harbour Investments, Inc. in Venice, FL and has over 41 years of experience in the finance industry.
CRD# 6120456
Sage Wealth Consulting, LLC
CRD# 5983189
Edward Jones
CRD# 6312608
Advice And Planning Services
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ms Financial | Lakewood Ranch, FL | Jan 2017 - Current | 5 |
| Anu-skin | Madison, WI | Jun 2011 - Current | 11 |
| Harbour Investments, Inc. | Madison, WI | Nov 1988 - Current | 33 |
| Ms Financial | Madison, WI | Nov 1988 - Current | 33 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 1980 |
| S66 | NASAA Uniform Combined State Law Examination | Apr 2014 |
- FL
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Total Assets Under Management4,703MILLIONS
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Total Number of Accounts24,931ACCOUNTS
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Average Account Value$188,628
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, MA, MD, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
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